Manuel
Pereira
Cadaret, Grant & Co., Inc
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About this Advisor
Manuel Pereira is a financial advisor working out of Springfield, Massachusetts with 1 year of relevant experience. Pereira is currently employed by Cadaret, Grant & Co., Inc. Pereira has gained experience at Manuel Pereira Mason Contractor LLC, Fedex, Fairfield County Bank, Foresters Financial Services, Foresters Advisory Services, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Grenier Financial Advisors. Pereira has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut and Massachusetts. Cadaret, Grant & Co., Inc is an advisory company based in Syracuse, NY. It has offices in 300 locations and a total of 726 advisors. It administers $6 billion in total assets between its 23,861 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 61 charitable organizations. Of its 23,861 customer accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely depend on which services the firm provides the client. Fees charged by Cadaret, Grant & Co., Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cadaret, Grant & Co., Inc Brokerage Details
$5,842,605,463
726
23,861
$244,860
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Manuel Pereira Work History
Manuel has been registered as a financial advisor for 1 years.*
Grenier Financial Advisors
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Foresters Financial Services
Foresters Advisory Services
Foresters Financial Services
Foresters Financial Services
Fairfield County Bank
Fedex
Manuel Pereira Mason Contractor LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Manuel Pereira to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cadaret Grant & Co Inc
Edinboro, PA
Clifton Springs, NY
Saratoga Springs, NY
Peru, NY
Dalton, GA
Syracuse, NY
Franklin, MI
Cleveland, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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